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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-19 |
Branch Locations
227 Westtrade Street Suite 1100, Charlotte, NC 28202 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winthop University | Rock Hill | SC | 08/2015 | 12/2018 |
| Financial Plans & Strategies, Inc | Greenwood | IN | 05/2017 | 12/2018 |
| Financial Plans & Strategies, Inc. | Greenwood | IN | 12/2018 | 05/2023 |
| Unemployed | Charlotte | NC | 05/2023 | 10/2023 |
| Choreo, Llc | Charlotte | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-27 |
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